Perigon Wealth Management’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$615K Buy
19,349
+3,435
+22% +$114K 0.01% 787
2026
Q1
$521K Buy
+15,914
New +$554K 0.01% 790

Other funds holding IDEF

Perigon Wealth Management's IDEF Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares Defense Industrials Active ETF (IDEF) stake by 22% in Q2 2026, buying an estimated $114K and bringing the position to 19,349 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #787.

Perigon Wealth Management first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Perigon Wealth Management held 19,349 shares of iShares Defense Industrials Active ETF worth $615K as of Q2 2026.
  • Perigon Wealth Management bought 3,435 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $114K.
  • iShares Defense Industrials Active ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #787 holding.
  • Perigon Wealth Management first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.